Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Send approved member emails and flag addresses needing correction.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved member updates and flag incomplete contact rows.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved member lists and identify rows needing correction.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved member outreach and flag duplicate recipients.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send member notices from current rows and flag contacts to fix.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send member outreach and show which addresses were skipped.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send member campaigns and record each send on the contact list.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Draft member replies without repeating private outreach already underway.
See a private reply draft or a clear reason to hold off in your review sheet, so you can follow up without repeating yourself.
Send member messages to selected groups and flag records needing attention.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Send approved member campaigns and report unsubscribed contacts.
Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.
Email members from an approved workbook and track skipped rows.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Send approved member emails and flag missing details.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.